Nemes Rush Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Nemes Rush Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$188K	Buy	620 +89	+17%	+$25.5K	0.02%	224
2026 Q1	$139K	Sell	531 -39	-7%	-$10.6K	0.01%	246
2025 Q4	$147K	Sell	570 -41	-7%	-$10.5K	0.01%	235
2025 Q3	$155K	Buy	611 +122	+25%	+$30.3K	0.02%	218
2025 Q2	$116K	Sell	489 -621	-56%	-$139K	0.01%	246
2025 Q1	$246K	Buy	1,110 +107	+11%	+$25.6K	0.03%	178
2024 Q4	$241K	Buy	1,003 +594	+145%	+$146K	0.03%	170
2024 Q3	$93.5K	Buy	409 +115	+39%	+$26.1K	0.01%	216
2024 Q2	$64.1K	Sell	294 -115	-28%	-$25.3K	0.01%	242
2024 Q1	$93.5K	Sell	409 -125	-23%	-$26.9K	0.01%	221
2023 Q4	$114K	Sell	534 -69	-11%	-$13.3K	0.02%	206
2023 Q3	$114K	Buy	603 +11	+2%	+$2.19K	0.02%	199
2023 Q2	$118K	Buy	+592	New	+$112K	0.02%	202

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Nemes Rush Group's VB Position: Q2 2026 in Review

Nemes Rush Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q2 2026, buying an estimated $25.5K and bringing the position to 620 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #224.

Nemes Rush Group first reported a position in VB in Q2 2023 and has held it in 13 quarters since. The position peaked at $246K in Q1 2025. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Nemes Rush Group held 620 shares of Vanguard Morningstar Small-Cap ETF worth $188K as of Q2 2026.
Nemes Rush Group bought 89 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $25.5K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Nemes Rush Group's portfolio in Q2 2026, its #224 holding.
Nemes Rush Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Nemes Rush Group's Vanguard Morningstar Small-Cap ETF position peaked at $246K in Q1 2025.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.